Forum Discussion
winnovations
5 days agoContributor 3
David, the struggle with 11-month reminders in Jobber is real—recurring jobs are too "stiff" when you’re waiting on customer paperwork. We’ve built a Stability Layer that creates a smart "Last Completed + 335 Days" trigger. Instead of cluttering your schedule with unconfirmed recurring visits, our system monitors your closed jobs and automatically sends a personalized Text/Email nudge exactly 11 months later. It prompts the customer to upload their paperwork or reach out, so you only create the Job in Jobber once you actually have the green light. Since you're handling backflow compliance across SoCal, this keeps your dashboard clean while ensuring no annual certificate expires. Would love to show you how we automated this specific loop.